Analyst claims 'Apple's innovation is stuttering'

Analyst claims 'Apple's innovation is stuttering'So you're an analyst working for Global Equities Research – nothing wrong with that. And your name's Chip Chowdry, which is... interesting.

But how do you get your name on the global scale? I mean, we've never heard of our man Chip before, despite him in fact being the MD. You do it with four words: “Apple's innovation is stuttering.”

That's a big claim – and one more than likely made with the full awareness that it would attract plenty of attention to whoever it was saying it.

But is it a fair comment? Is it solely attention-seeking? Does he just have a... well, you know – on his shoulder? let's look at Chip's arguments.

“Why is that Apple, the company that brought touch to phones and tablets, stopped just there and did not bring touch to notebooks and iMacs? Why is it that Apple brought high-resolution screens to…some MacBooks and not to all devices? High-resolution screens are a commodity today.”

It's easy to ask questions, of course, but it's answers analysts are paid for, and Chowdry seems to have a few theories based around departing iOS Software head Scott Forstall.

“Our contacts speculate that Apple executive leadership may have rushed Scott Forstall to deliver products prematurely,” Chowdhry noted. “This may also indicate that Apple may be lacking a three- to four-year product road map, because if a roadmap existed, engineers would not be pushed to ship products prematurely – especially when they are not fully tested.”

Forstall was shown the door at the end of last month in a boardroom shake-up that allegedly had a lot to do with personality clashes with several other execs, especially golden boy Jony Ive, and a refusal to sign the apology for the Apple Maps debacle, leaving Apple CEO Tim Cook himself as the signature on the bottom.

But that doesn't mean he wasn't hung out to dry. Certainly at the pace Apple has been growing some areas are bound to have become stretched. And while the company's R&D spend for fiscal 2012 reportedly rose a full $1bn to $3.4bn, that's still just a third of what Microsoft reported in its own filings. That's a big difference.

Via BGR

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17 comments

CTPAHHIK  Nov. 2, 2012 at 09:08

Not sh*t. It was pretty obvious with release of Siri and "new" iPad.

matt101101 / MOD  Nov. 2, 2012 at 09:12

Not sh*t. It was pretty obvious with release of Siri and "new" iPad.
Not to mention the woefully under-spec'd iPad Mini...

Stelph  Nov. 2, 2012 at 09:19

He has a point, although uses crap examples to try and prove it

“Why is that Apple, the company that brought touch to phones and tablets, stopped just there and did not bring touch to notebooks and iMacs?"

Erm, apple have explained that, their vision (rightly or wrongly) is that touch devices should only run iOS so they are always easy to use, anyone who has tried Windows 7 on a touchscreen would agree with this statement

"Why is it that Apple brought high-resolution screens to…some MacBooks and not to all devices? High-resolution screens are a commodity today.”

Thats not innovation, thats evolution.

His crap examples aside, he is correct that Apple just doesn't seem to have had any innovation recently, despite there arguably having been some real potential for new innovative products, for example:

Leaving the iPod nano as a small clip on device (possibly even making it smaller), and adding bluetooth support so it can work as a smartwatch

embracing and bringing out its own range of NFC tools with the iPhone 5 so making it easy to set "profiles" depending on which dock you have connected to (i.e. work dock, car dock etc)

And for the love of god will someone get hold of one of the bendable screens we keep seeing and put it in a folding phone!

JanSt / MOD  Nov. 2, 2012 at 10:31

“Why is that Apple, the company that brought touch to phones and tablets, stopped just there and did not bring touch to notebooks and iMacs? Why is it that Apple brought high-resolution screens to…some MacBooks and not to all devices? High-resolution screens are a commodity today.”

^ that is all you need to read to KNOW he is an ignorant attention seeker.
Even if bits of 'his' conclusion happen to be accurate.

Andy247  Nov. 2, 2012 at 11:28

“Why is that Apple, the company that brought touch to phones and tablets, stopped just there and did not bring touch to notebooks and iMacs? Why is it that Apple brought high-resolution screens to…some MacBooks and not to all devices? High-resolution screens are a commodity today.”

^ that is all you need to read to KNOW he is an ignorant attention seeker.
Even if bits of 'his' conclusion happen to be accurate.


Absolutely agree, and wrong not only about Apple bringing touchscreens to phones, Apple have a clearly defined roadmap for product releases, the press and consumers can set their watches by Apple product announcements, every man and his dog knows what's being released, and when.

Pondlife  Nov. 2, 2012 at 12:04

Leaving the iPod nano as a small clip on device (possibly even making it smaller), and adding bluetooth support so it can work as a smartwatch

embracing and bringing out its own range of NFC tools with the iPhone 5 so making it easy to set "profiles" depending on which dock you have connected to (i.e. work dock, car dock etc)

And for the love of god will someone get hold of one of the bendable screens we keep seeing and put it in a folding phone!


Well that would be something but wasn't there a company doing that with the old ones, excluding Bluetooth... Mind you I've no interest in wearing a watch anymore of any kind

Well people doing that with nfc already but would match apples usual standard of innovation I guess. Still don't see such things as compelling for nfc.

Am sure someone will once they can, I think we'll see quite a few tbh, hope apple aren't first to do it though

-----------------

Unlike the above I think apple didn't have a clearly defined roadmap, think the mini wasn't in consideration last year and no convinced they were planning the ipad 3s at that stage then either. If they'd had that clear a roadmap why couldn't they even have the lightning video cables ready for i5 launch

JanSt / MOD  Nov. 2, 2012 at 12:09

pondlife,
those aren't issues that that '****-yst' was on about, though ;)

Pondlife  Nov. 2, 2012 at 12:25

I meant the poster above the message I wrote.

Did write a post saying that none of the things the analyst suggested were innovative anyway but it got lost :(

JanSt / MOD  Nov. 2, 2012 at 12:32

I meant the poster above the message I wrote.

Did write a post saying that none of the things the analyst suggested were innovative anyway but it got lost :(


oh... :(

Pondlife  Nov. 2, 2012 at 12:40

Not sure anyone in this sector can have a 3-4 year roadmap without psychics on the payroll..
Such a roadmap would surely stifle innovation anyway

JanSt / MOD  Nov. 2, 2012 at 13:54

agree... Like: Samsung's Note gamble. could have gone either way. Now there's a topnotch Note 2 - and seriously improved after just 1 year...

JanSt / MOD  Nov. 2, 2012 at 13:55

...meanwhile we-are-committed-to-Bada? whoosh. gone.

Pondlife  Nov. 2, 2012 at 14:33

agree... Like: Samsung's Note gamble. could have gone either way. Now there's a topnotch Note 2 - and seriously improved after just 1 year...

And numerous me too versions arriving/mooted. They have been a bit slow though.

As for Bada I think it would have stuck around if they were still worried about googorola besides the uptake was patchy. Could also be they couldn't face apple suing them for that too...

Pondlife  Nov. 3, 2012 at 00:03

agree... Like: Samsung's Note gamble. could have gone either way. Now there's a topnotch Note 2 - and seriously improved after just 1 year...

Just read they've sold 3 million in 37 days, and not yet out on verizon and at&t apparently.

...so outselling wp7 on it's own...

steveo119  Nov. 3, 2012 at 03:50

I disagree totally about the touchscreen bit of his statement, apple have been rumoured to be looking at siri to control imacs....thats where the future lies :)

JanSt / MOD  Nov. 3, 2012 at 09:38

I disagree totally about the touchscreen bit of his statement, apple have been rumoured to be looking at siri to control imacs....thats where the future lies :)

Yes, also the trackpad in Macs supports plenty of gestures - would it be more comfortable to reach over the keyboard to interfere with the screen? I had an Acer 5745PG... I probably used the touchscreen twice in 2 years, and that Acer doesn't have the features of Apple's trackpad...

Pondlife  Nov. 3, 2012 at 10:17

Was the touchscreen bad though? Or just stuck in ways?
As for voice control on computers being the future, I hope not, will make office work a lot more annoying. And how will it deal with "ffs load you damn pos, argh"

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